As an Account Executive in our dynamic team, you will be the cornerstone of client interactions, fostering and deepening relationships with both clients and carrier representatives on a daily basis. This is more than a job; it's a chance to make a significant impact – both in our clients' lives and within our team.
Requirements
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services.
- Maintains a project plan to ensure client deliverables are provided on time.
- Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables.
- Build and maintain strong relationships with carriers, companies and clients.
- Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
- Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients.
- Anticipate client needs and identify the strategies to solve them.
- Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions.
- Oversee implementations of new business.
- Work with director to develop and execute client strategy plan and defined deliverables.
- Oversee open enrollment process for clients; Review employee presentations and communication materials.
- Conduct and present annual client compliance audits.
- Genuine understanding of client financial mechanics and projections.
- Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant
Benefits
- PTO
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
